Salesforce

How do I map Salesforce Record Type to HubSpot?

Last updated: December 29, 2016

Available For:

Marketing: Pro, Enterprise
Sales: Professional

If your Salesforce Organization uses Record Types for Leads, Contacts, Accounts, and/or Opportunities, you can create a mapping between HubSpot and Salesforce. This is useful if you need to use the Record Type for Contact List segmentation within HubSpot. It is important to note that there are two methods to create this mapping and that HubSpot will only be able to pass the ID value for these Record Types. Due to the nature of the Record Type look-up field in Salesforce, it will also be a good idea to set the new mapping update rule to 'Never', as this will ensure that, only Salesforce will be able to populate this field in HubSpot.

Steps to map Record Types (Beginner)

  • In HubSpot you will need to create a Custom Single Line Text Property which will store the Salesforce Record Type ID Value:
    • If you'd like to map Lead/Contact Record Type, navigate in your HubSpot Marketing account to Contacts > Contacts Settings and click Create new property
    • If you'd like to map Account Record Type, navigate in your HubSpot Marketing account to Contacts > Contacts Settings > Company Properties and click Create new property.
    • If you'd like to map Opportunity Record Type, navigate in your HubSpot Sales account to Settings Deals and click Manage next to Edit your current deal properties, or add new properties. Click Create new property
  • Enter a Label for the Custom HubSpot Property (e.g. Salesforce Record Type).
  • Maintain Single-Line Text in the Field type drop-down.
  • Click Save property.
Next, map this new property to Salesforce.
  • Navigate to the Account Menu > Integrations.
  • Click on Settings under Salesforce.
  • Select Contact Field Mappings (for Lead/Contact Record Type), Company Field Mappings (for Account Record Type), or Deal Field Mappings (for Opportunity Record Type) from the left sidebar menu.
  • Click Add new field mapping.
  • Select the newly created Custom HubSpot Record Type Field from the What HubSpot Property would you like to map? drop-down.
  • Select the Salesforce Record Type ID field from the What Salesforce Field would you like to map it to? drop-down.
  • Select Use Salesforce value from the When should HubSpot data update the corresponding Salesforce field? drop-down.
  • Finally, select Save Mapping.

After the mapping is created, you will need to re-sync any existing HubSpot Contacts in order to populate the field with the appropriate Salesforce data. Otherwise, the field will be updated the next time the record is updated.

Please note this method will only sync the ID of the Record Type and not the Label.

Steps to map Record Types (Advanced)

If you have a more advanced understanding of the HubSpot integration with Salesforce it is possible to map the given Salesforce Record Type field to a Custom HubSpot dropdown select field. This process will allow a readable Label to be applied to the Salesforce ID Value. Please note, however, that any time new Record Types are added in Salesforce, the Custom HubSpot field will need to be manually updated with this new label and ID value pairing. To set-up this mapping follow these steps:
  • Create a new custom property: 
    • If you'd like to map Lead/Contact Record Type, navigate in your HubSpot Marketing account to Contacts > Contacts Settings and click Create new property
    • If you'd like to map Account Record Type, navigate in your HubSpot Marketing account to Contacts > Contacts Settings > Company Properties and click Create new property.
    • If you'd like to map Opportunity Record Type, navigate in your HubSpot Sales account to Settings Deals and click Manage next to Edit your current deal properties, or add new properties. Click Create new property
  • Enter a Label for the Custom HubSpot Property (ie 'Salesforce Record Type').
  • Select Dropdown Select under the Field type.
  • Select Add Options.
  • Enter the readable Label under the Label Column and enter the ID of that Record Type in the Internal Value column.
  • Repeat this for each Record Type Label and ID pair, then click Save property.
Next, map this new property to Salesforce.
  • Navigate to the Account Menu > Integrations.
  • Click on Settings under Salesforce.
  • Select Contact Field Mappings (for Lead/Contact Record Type), Company Field Mappings (for Account Record Type), or Deal Field Mappings (for Opportunity Record Type) from the left sidebar menu.
  • Click Add new field mapping.
  • Select the newly created Custom HubSpot Record Type Field from the What HubSpot Property would you like to map? drop-down.
  • Select the Salesforce Record Type ID field from the What Salesforce Field would you like to map it to? drop-down.
  • Select Use Salesforce value from the When should HubSpot data update the corresponding Salesforce field? drop-down.
  • Finally, select Save Mapping.

After the mapping is created, you will need to re-sync any existing HubSpot Contacts in order to populate the field with the appropriate Salesforce data. Otherwise, the field will be updated the next time the record is updated.